Job Description

Paraplanner/Client Manager

Are you an experienced Paraplanner/Client Manager looking for a new role? Then please read on……

I have a fantastic opportunity for you to join an exciting, growing Financial planning firm in Liverpool City centre who will be moving into fantastic new offices. This is an office based role with NO remote working.
You will have a wealth of knowledge in analysing, preparing and compiling clients financial needs and objectives, to then help support the Advisers recommendations.

Benefits for this role include : -
Competitive salary, ranging from £30-35k, depending on experience, potentially more for the perfect candidate.
22 days annual holidays, plus Christmas close down.
Local car parks, and nearby to transport links.
Great opportunity to train, develop and progress further

To be successful, you MUST have experience in a paraplanner role previously, to enable you to hit the ground running. You will be comfortable communicating with clients, Advisers and Directors alike. You will be hard working, flexible and be able to prioritise. You must use and show your initiative and be able to demonstrate an excellent previous track record in this role.

My client has a great training and support system in place to help train and develop further into the role and progress within this great opportunity.

If you think you may have what it takes, please apply to this advert, or email me direct at